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This company is very frustrating to all investors and many of them have thrown in the towel. This is a “sum of the parts” story. Oil and gas, coal, nickel and copper. Madagascar should be going into commercial production in the 4th quarter. He believes the NAV is $8. Dividend of over 4%.
This company is very frustrating to all investors and many of them have thrown in the towel. This is a “sum of the parts” story. Oil and gas, coal, nickel and copper. Madagascar should be going into commercial production in the 4th quarter. He believes the NAV is $8. Dividend of over 4%.
Oil and gas service company. Has had a nice little run from the bottom. The big growth factor in this company is Australia. Have 11 rigs there and probably growing to 15. Margins will be pretty good. Pays a dividend.
Oil and gas service company. Has had a nice little run from the bottom. The big growth factor in this company is Australia. Have 11 rigs there and probably growing to 15. Margins will be pretty good. Pays a dividend.
Aggregates. Huge quarry on Vancouver Island where they primarily obtain sand and gravel and export it to the US. Got hurt in the 2008-2009 recession and are now making a comeback. They are now debt free. Have a berth in the Long Beach area of Los Angeles. If they can get that going, Los Angeles market is a lot firmer for aggregates than San Francisco.
Aggregates. Huge quarry on Vancouver Island where they primarily obtain sand and gravel and export it to the US. Got hurt in the 2008-2009 recession and are now making a comeback. They are now debt free. Have a berth in the Long Beach area of Los Angeles. If they can get that going, Los Angeles market is a lot firmer for aggregates than San Francisco.
Good management. A premier light oil company operating in Alberta. He bought this company for growth and he thinks they are well-positioned. Have a huge tract of opportunities. A pure light gas player. Have been hedging at about $100 a barrel and he thinks they have a terrific future. Very cheap. NAV is at least $10 and it should morph into higher levels.
Good management. A premier light oil company operating in Alberta. He bought this company for growth and he thinks they are well-positioned. Have a huge tract of opportunities. A pure light gas player. Have been hedging at about $100 a barrel and he thinks they have a terrific future. Very cheap. NAV is at least $10 and it should morph into higher levels.
An off price retailer like Winners. This has been a sweet spot as the economy has been a little rough. They can go up and down depending on how their business does and it is hard to forecast. Valuations are not cheap but not horrible. She is neutral. Her exposure to retail is Taylor and Kohls.
An off price retailer like Winners. This has been a sweet spot as the economy has been a little rough. They can go up and down depending on how their business does and it is hard to forecast. Valuations are not cheap but not horrible. She is neutral. Her exposure to retail is Taylor and Kohls.
Has been a great stock to own. Going forward she looks at price to book value and it is trading below tangible book. There are some positives going on. A lot of the book value is tied to the housing market that seems to be improving.
Has been a great stock to own. Going forward she looks at price to book value and it is trading below tangible book. There are some positives going on. A lot of the book value is tied to the housing market that seems to be improving.
They have had so much bad stuff. You would think coming out of the financial crisis the Fed would have found out if there were any more surprises.
They have had so much bad stuff. You would think coming out of the financial crisis the Fed would have found out if there were any more surprises.
